Snap says its $400M deal with Perplexity ‘amicably ended’

Snap says its $400M deal with Perplexity ‘amicably ended’

Snap 表示与 Perplexity 的 4 亿美元交易已“友好终止”

Snap no longer has a deal with Perplexity, the company revealed on Wednesday as part of its quarterly earnings report. The deal, announced last November, would have seen Perplexity’s AI search engine integrated directly into Snapchat. Perplexity was set to pay Snap $400 million in cash and equity over one year as part of the deal.

Snap 在周三发布的季度财报中透露,该公司已不再与 Perplexity 保持合作关系。这笔去年 11 月宣布的交易原计划将 Perplexity 的 AI 搜索引擎直接集成到 Snapchat 中。根据协议,Perplexity 原定在一年内向 Snap 支付总计 4 亿美元的现金和股权。

Snap said that the companies “amicably ended the relationship in Q1″ and that its sales guidance “assumes no contribution from Perplexity.” When Snap announced the deal as part of its third-quarter earnings last year, it said it expected revenue from the partnership to begin contributing to its financials in 2026.

Snap 表示,双方已在第一季度“友好地结束了合作关系”,其销售指引中“未计入来自 Perplexity 的任何贡献”。去年 Snap 在第三季度财报中宣布该交易时,曾预计该合作伙伴关系带来的收入将于 2026 年开始对其财务产生贡献。

The deal would have seen Perplexity integrated into Snapchat’s “Chat” interface, allowing users to ask questions and receive conversational answers directly within the app. Although the integration was being tested with select users, Snap said in February that the companies had “yet to mutually agree on a path to a broader roll out.”

该交易原计划将 Perplexity 集成到 Snapchat 的“聊天”(Chat)界面中,允许用户直接在应用内提问并获得对话式回答。尽管该集成功能此前已在部分用户中进行测试,但 Snap 在 2 月份曾表示,双方“尚未就更广泛的推广路径达成一致”。

Snap CEO Evan Spiegel said at the time of the initial announcement that the deal reflected the company’s vision to use AI to enhance discovery on Snapchat, and that Snap was looking forward to “collaborating with more innovative partners in the future.” Perplexity did not immediately respond to TechCrunch’s request for comment.

Snap 首席执行官 Evan Spiegel 在最初宣布该消息时曾表示,这笔交易反映了公司利用 AI 增强 Snapchat 发现功能的愿景,并期待“未来与更多创新合作伙伴进行协作”。Perplexity 未立即回应 TechCrunch 的置评请求。

Snap revealed on Wednesday that Snapchat’s global daily active users (DAU) rose 5% year-over-year to 483 million, while monthly active users (MAU) also grew 5% to reach 965 million. The company attributed the growth to new features across the app, including Snap Map and its Lenses AR filters.

Snap 周三披露,Snapchat 的全球日活跃用户(DAU)同比增长 5%,达到 4.83 亿;月活跃用户(MAU)也增长了 5%,达到 9.65 亿。该公司将增长归功于应用内的新功能,包括 Snap Map 和 Lenses AR 滤镜。

“In Q1, we returned to growth in daily active users, accelerated revenue growth, expanded margins, and generated strong free cash flow,” Spiegel said in a press release. “We remain focused on disciplined execution as we invest in Specs and our longterm opportunity in intelligent eyewear and look forward to sharing more at AWE on June 16th.”

“在第一季度,我们的日活跃用户恢复了增长,收入增长加速,利润率扩大,并产生了强劲的自由现金流,”Spiegel 在新闻稿中表示。“我们继续专注于严谨的执行,同时投资于 Specs 和我们在智能眼镜领域的长期机会,并期待在 6 月 16 日的 AWE 大会上分享更多信息。”

Snap said in April that it was laying off roughly 16% of its global workforce, impacting around 1,000 full-time employees, citing advancements in AI for the cuts.

Snap 在 4 月份曾表示,受 AI 技术进步的影响,公司将裁减约 16% 的全球员工,涉及约 1,000 名全职员工。